Fox Financial, Inc DLN Holdings History
Fox Financial, Inc's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, Fox Financial, Inc held 313,249.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $24.86 Mil. This investment constitutes 23.4% of their stock portfolio, and Fox Financial, Inc now holds 0.53% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2023Q4. And since then Fox Financial, Inc has made 4 purchases of DLN, at an average price of $66.08, for a total of 314,783.00 shares. In addition, there have been 1 sales at an average price of $68.66 for 1,534.00 shares. Based on historical transaction data and DLN's current price of $84.04, Fox Financial, Inc's estimated gain on his DLN holdings is $5.63 Mil, reflecting a 27.07% gain to date.
Fox Financial, Inc DLN ($84.04) Holding Chart
Fox Financial, Inc DLN ($84.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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